Google Analytics

Tuesday, February 26

26th Feb - Quiet #4031


EUROPE
Chances of early elections in Italy rise – ABN AMRO


UNITED STATES
Macro theme: Balance sheet relief – Nordea
QT will end later this year, but the Fed has a number of important decisions to make. Most importantly on the level of excess reserves. Also, on selling mortgage-backed securities, doing a reverse operation Twist, and how to control short-term rates.

Prolonging the pause… - ING
Fed Chair Jerome Powell has repeated comments that economic 'cross-currents' require a 'patient' approach to monetary policy. But unlike the market, we believe the risks remain skewed to higher interest rates eventually


REGULARS
Five Things to Start Your Day Asia – BB

Eco Day Asia – BB
May Brexit Delay, Yellen Praises Economy, Trump-Xi Deal * ECB gets counterintuitive advice to soften slowdown: Hike rate *  ‘Deleveraging is dead’: China signals renewed focus on growth

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT
Battle heats up over Europe’s new chief prosecutor

Brussels Edition – BB
The Politics of Prosecution

Brussels Playbook – Politico
The country that cried Brexit — EU-Arab League summit issues — Latvia wants clean €€€

Danske Daily – Danske Bank

Eco Day Europe – BB
ECB's Advice, Powell Testimony, Xi's Breathing Room * ECB gets counterintuitive advice to soften slowdown: Hike rate * U.S. president extends tariff deadline amid signs of progress

Daily Market Comment – Marc Chandler
Brexit Dilution Lifts Sterling, while Yesterday's Equity Rally Fades, Powell Awaited

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk


FINNISH
Aamukatsaus – Nordea
Fedin pääjohtaja Powell puhuu tänään kongressissa | Suomesta saadaan tilastoa työllisyyskehityksestä | Uutislähteiden mukaan May on harkitsemassa brexitin lykkäämistä, punta vahvistui